Consulting Report Template

Present thorough analysis and insights with the detailed Consulting Report Template – convey key findings, strategic advice, and actionable steps effectively.

Preview of Consulting Report Template
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About this template

Deliver insights with our Consulting Report Template. Ideal for presenting findings, recommendations, and analysis, this template ensures effective communication and reinforces your consulting expertise.

Equip your consulting business with a professional report template that conveys your insights in a clear, organized manner. Our Consulting Report Template fosters client satisfaction by illustrating the value and impact of your recommendations.

What's included?

  • Project summary
  • Quote
  • Research and business mapping
  • Contact

A tool packed with features

Design interactive proposals

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Smart automations

Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.

Built-in e-sign functionality

Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.

Real-time proposal analytics

Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.

Embed dynamic quotes & interactive pricing

Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.

Get Paid Instantly with QwilrPay

Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.

Frequently asked questions

Writing a consulting report requires a structured approach that includes research, analysis, and recommendations. To write an effective consulting report, follow these steps:

  1. Define the scope of the problem or opportunity
  2. Gather relevant data and information
  3. Conduct a thorough analysis of the data
  4. Develop recommendations based on the analysis
  5. Provide supporting evidence for your recommendations

An effective consulting report format includes the following sections:

  • Title page or hero section
  • Table of contents
  • Executive summary
  • Introduction
  • Background information
  • Analysis
  • Recommendations
  • Conclusion
  • Appendices

The executive summary should provide a concise and comprehensive overview of the consulting report. It should include a summary of the problem or opportunity, the research methodology used, the findings and recommendations, and any key supporting evidence and data. The executive summary should be clear, concise, and written in a language that is easily understood by the target audience.